Charton Documentation

Everything you need to build, test, and automate your trading strategies.

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Platform features

Quick start

Charton is a single environment for building, testing, and running automated trading strategies. You don't need a separate charting platform, a separate broker dashboard, or a third-party automation tool.

Connect a broker

Charton connects to broker accounts using two methods: API key or OAuth 2.0. Both are one-time setups.

Before connecting to a live account, you can test everything using Charton's built-in demo portfolios, available on all plans.

Strategy Architect — Overview

The Strategy Architect is where you turn a trading idea into a structured, testable strategy through a chat interface. There are three ways to start a build: describe a goal, describe specific logic, or upload an image. At the end of every build, the AI reviews the strategy and surfaces up to five improvement suggestions.

Goal-based building

You describe an outcome: "I need a strategy on gold with at least a 70% win rate and a maximum drawdown under 8%."

The system scans combinations across more than 150 technical tools and returns the closest viable result based on historical data. You get a backtest summary immediately in the chat, and the full strategy with chart visualization in the Workspace.

Knowledge-based building

You describe a specific setup: "Build a strategy based on order blocks inside the London session, 1:1 risk/reward, stop below the order block."

If the logic is supported in the system, the Architect structures the rules, tests them, and returns results. You can refine any parameter through follow-up messages in the same chat.

Image-based building

Upload a screenshot of a chart or a hand-drawn sketch of a setup. The system reads the image, converts it into structured trading logic, and builds a testable strategy from it automatically. Useful when you have a visual concept that's difficult to describe in words.

AI suggestions

After every strategy build, the AI reviews the result and produces up to five specific improvement suggestions. Each suggestion targets a measurable outcome: higher win rate, lower drawdown, or better profit factor.

The AI also flags signs of overfitting — if the strategy has too many conditions, unusually clean results, or parameters that are suspiciously precise, it surfaces a warning before you deploy.

Backtesting Engine — Overview

After a strategy is built in the chat, you get an immediate summary: win rate, total trades, net P&L. For the full picture, the strategy moves to the Workspace — where every entry and exit appears directly on the chart, alongside the complete performance report. Any change made through the chat updates the backtest in real time.

Tick-level data

The backtesting engine processes every price movement — not just candle opens and closes. Intra-candle stop triggers and take profits are evaluated correctly, which candle-based engines cannot do. Results are substantially more accurate than standard OHLC backtests, particularly for strategies with tight stops or short timeframes.

Commissions & slippage

You can add commissions and slippage before running a backtest. Both are applied to every simulated trade, ensuring results reflect real execution conditions. A strategy that looks profitable before costs is not necessarily profitable after them.

Performance report

The report covers four categories:

What is an agent

An agent is the entity that connects your strategies to a broker account and executes trades on your behalf. One agent corresponds to one broker account. You can assign multiple strategies to a single agent. The agent monitors the market continuously, applies all risk rules, and executes or alerts based on the execution mode you've set.

Create & launch

Creating an agent takes three steps: create the agent, connect it to a broker account, and assign the strategies you want it to trade. Once launched, the agent runs continuously.

You can pause a strategy without stopping the entire agent. You can also add or remove strategies from a running agent at any time.

Demo vs live

Before going live, you have two options: Charton's built-in demo portfolios (available on all plans) or your broker's own demo account. Demo portfolios simulate order execution against live market data. The recommendation is to run any new strategy in demo mode for at least two to three weeks before connecting to a funded account.

Execution modes

Strategy-level limits

Settings that apply per strategy and control individual trade behavior:

• Stop loss — required on every trade, no exceptions
• Take profit — fixed or dynamic target
• Risk per trade — as a percentage of account balance or a fixed amount
• Maximum simultaneous positions — cap on open trades for this strategy
• Session filter — restrict the strategy to specific market hours
• Max consecutive losses — pause automatically after N losses in a row
• Trailing stop — follow price movement and lock in profits
• Break-even rule — move stop to entry price once a profit threshold is reached

Agent-level limits

Settings that apply across all strategies on the same account. When any limit is hit, the agent stops automatically:

• Maximum daily loss — all trading stops until the next day
• Maximum total drawdown — agent halts permanently until manually resumed
• Maximum total open positions — cap across all strategies combined
• Maximum trades per day — limits total daily execution volume

Prop firm setup

Example configuration for a standard FTMO-style $100,000 account (5% daily loss limit, 10% total drawdown limit):

All risk settings are optional — Charton enforces nothing by default. Read your firm's terms carefully and configure accordingly.

Alert types

Delivery channels

Alerts are delivered via email and through the Charton web app. Mobile push notifications are not currently available. In semi-automatic mode, every alert includes a direct link to the approval page.

Supported brokers

Charton supports broker connections across all major asset classes.

API key connection

Log in to your broker's platform and navigate to the developer or API settings section. Generate a new API key with trading permissions enabled. Paste it into Charton's broker connection screen. The key is stored encrypted and never exposed after the initial entry. To revoke access, delete the key from your broker's settings.

OAuth connection

Click "Connect via OAuth" on the broker connection screen. You'll be redirected to your broker's authorization page. Log in and approve the requested permissions. Charton receives a scoped access token that is refreshed automatically. To revoke access, disconnect from either Charton's settings or your broker's connected applications page.